Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderate |
Asset Size (Cr) | ₹414 Cr | ₹414 Cr | ₹2995 Cr |
Min Investment | ₹1000 | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 469% | 469% | 444% |
Expense Ratio | 2.3 | 2.3 | 1.32 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1% | 1% | 0.87% |
6 Month | 1.39% | 1.39% | 3.58% |
1 Year | 5.94% | 5.94% | 7.97% |
3 Year | 12.82% | 12.82% | 11.28% |
5 Year | 10.13% | 10.13% | 11.89% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 4.63% | 4.63% | 2.87% |
1 Year | 8.08% | 8.08% | 7.6% |
3 Year | 12.39% | 12.39% | 10.97% |
5 Year | 10.46% | 10.46% | 10.27% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.05% | 9.05% | 8.82% |
3 Year | 7.97% | 7.97% | 8.5% |
5 Year | 9.5% | 9.5% | 8.01% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.97% | 5.97% | 4.09% |
Sharp | 0.80% | 0.80% | 0.94% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
Funds Managed | 19 | 19 | 11 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 34.14 | 34.14 | 33.7 |
Large Cap | 45.93 | 45.93 | 56.54 |
Small Cap | 9.13 | 9.13 | 3.99 |
Mid Cap | 10.79 | 10.79 | 5.78 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 32.76 | 32.76 | 31.07 |
Energy | 2.6 | 2.6 | 8.15 |
Technology | 6.95 | 6.95 | 3.48 |
Healthcare | 4.31 | 4.31 | 4.39 |
Consumer Defensive | 6.8 | 6.8 | 3 |
Industrials | 9.47 | 9.47 | 3.26 |
Financial Services | 19.86 | 19.86 | 26.16 |
Utilities | 3.04 | 3.04 | 3.06 |
Basic Materials | 6.1 | 6.1 | 3.98 |
Real Estate | 0.6 | 0.6 | 1.48 |
Consumer Cyclical | 6.28 | 6.28 | 7.68 |
Communication Services | 1.23 | 1.23 | 4.3 |
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